All the same, SAN switch incumbents like Brocade Communications Systems Inc. (Nasdaq: BRCD) and McData Corp. (Nasdaq: MCDTA) should be getting the picture by now that Cisco is not treating Fibre Channel switches merely as a way station.
Curiously, the message may not be getting through to everyone yet. On Brocade's earnings call last week, CEO Greg Reyes had the brass to scoff at the $10 million in SAN switch sales Cisco reported in its most recent quarter: "Ten million dollars seems to be quite disappointing for a multibillion-dollar company."
Reyes may truly believe Brocade can hold its ground. And the company though hurt by layoffs and the need to digest the recently acquired Rhapsody Networks will be able to win against Cisco to some extent. But how do you say "He who laughs last, laughs best" in Italian?
Todd Spangler, US Editor, Byte and Switch
To realize the benefits of cloud-native software, an application must actually be cloud-native—designed to run in the cloud, interacting with disaggregated cloud services, fully manageable as code—to deliver the expected benefits.
By combining resources and expertise, the AI-Enabled ICT Workforce Consortium will offer a blueprint for how industries can adapt to an AI-dominated future.
IT leaders should heed the guidance of cybersecurity insurance providers who think businesses should prioritize security education, incident preparedness, regular internal audits, and ongoing vulnerability scanning and patching.
